Plan Snapshot
- Plan Sponsor: Jonathan Willoughby PLC
- Sponsor EIN: 383572839
- Sponsor Address: 8051 MOORSBRIDGE RD, PORTAGE, MI, 49024
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.8M | $119 | $2,508 |
| 2023 | 3 | $1.7M | $39,970 | $62,600 |
| 2022 | 3 | $1.5M | $39,534 | $56,600 |